See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $299,546 | $156,846+91.0% | $121,098+147.4% | $139,434+114.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.28% | 1474.56%-1455.3pp | 985.75%-966.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $11,256 | $5,536+103.3% | $4,164+170.3% | $4,751+136.9% |
| Participant deferral / active EE | $14,047 | $4,844+190.0% | $4,080+244.3% | $6,710+109.3% |
| Admin fee / account holder | $77 | $6,946-98.9% | $5,644-98.6% | $11,403-99.3% |